HXBIX Mutual Fund

HXBIX Mutual Fund

NAV$10.22
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Returns Overview

1 Month
+0.25%
3 Months
-0.79%
6 Months
+1.28%
YTD
+1.02%
1 Year
+5.94%
3 Years (annualized)
+3.35%
5 Years (annualized)
+0.70%
10 Years (annualized)
+1.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HXBIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Ice Bofa 1-22 Year US Municipal Securities Index
This Mutual Fund (YTD)
+1.02%
Peer Avg (YTD)
+0.83%
vs Peers
+0.19%

HXBIX Mutual Fund Performance

HXBIX performance across multiple time periods: 1-month 0.25%, YTD 1.02%, 1-year 5.94%, 3-year 3.35%, 5-year 0.70%, 10-year 1.85%.

HXBIX returns outperform the peer average of 0.83% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

HXBIX performance comparison shows side-by-side returns with another fund. HXBIX alternatives are available in the Mutual Fund Screener.